Convert CRM records to PDF and email attachment ePDF for CRM2013 RELEASED

Over the next few weeks we will be releasing versions of our product range for #CRM2013 and following on from our release of eMap last week http://blog.mycrmgroup.com/post/2013/11/05/Using-Maps-to-find-your-way-in-CRM-2013!-EMAP-2013-RELEASED.aspx We are now ready for the next solution: Popular since CRM 4.0, our ePDF solution is now fully compatible with Microsoft CRM 2013. Below are a number of screen shots that walk through the process of quickly converting a record to a PDF attached to a CRM email. For the purpose of this overview of the ePDF functionality we have used the quote record, but ePDF can be added to nearly all CRM entities that have a report, including custom entities. Fi... [More]

What is CRM and how can I use my CRM data?

If you have ever asked yourself “what is CRM all about, and why does my business even need one?” then take a read though and I’ll try to explain how you can use the data you accumulate in your CRM system. But firstly - and lots have people have asked me this one - “What is CRM?” In short it is a database you collect information about your customers in.  I’d be surprised if you don’t already have one, although it might not be super effective and it might not be Microsoft Dynamics CRM. You might even have several with different information - some on spreadsheets like Microsoft excel. In this latest article, I try to discuss how CRM data can be us... [More]

Implementing CRM - Key Questions for your CRM Provider

A new piece in Business 2 Community has explored some of the key questions that a company should ask any CRM service provider that they're considering working with.  We're completely in favour of firms working with only the best companies, so we're going to explore each point:   Do they have a mobile friendly approach?   In the modern business world, the ability to be mobile is essential.  How many executives are genuinely sat at their desk for eight hours a day?  Virtually none, and yet some CRM services aren't accounting for the ability to explore data on the move.  Any CRM system you invest in should be useable on the road.   With the recent releas... [More]

Tips on migrating to a new CRM system in 8 easy steps

A new piece in Business 2 Community has highlighted some of the key factors that should be considered when making a transition to a new CRM system.  If you are considering making such a migration, then they are well worth taking a further look at the full article which cover 8 steps on having the right key points in the project. Decide on (and stick to) your hard and fast date: It is important to ensure that as part of the migration, you set a concrete date from which the new system starts to be used and ensure that everyone working with the software in any way sticks to it.  If you do not keep to this, you run the risk of a problematic transition period where users are continual... [More]

7 Steps to getting a CRM implementation right

A new piece from Smart Data Collective has explored some of the key elements that will help a company implement a new CRM system smoothly and efficiently.  As with any new system, taking the time to ensure a good transition is valuable, so the points are well worth exploring: Prepare properly It's important to ensure that the team integrating the new project is put together efficiently, with an equal balance developed between the various key skills that will go into ensuring the system is a success.  Don’t become reliant on a 3rd party partner for all the implementation, make sure your internal team can and has time to take ownership from the outset. Make sure every area ... [More]

RFU Implements Microsoft Dynamics CRM as part of IBM Project, but can Small Clubs benefit from the Same Technology?

The benefits of CRM have been given an obvious boost this week. The UK Rugby Football Union has announced that it is to introduce the new Microsoft CRM software in order to better understand and to make better use of its data. The aim for the Union is to try and improve its engagement with both fans and players of the sport by making use of the information they have as well as trying to obtain more of it. The RFU is the main governing body for English Rugby Union and currently employs over 500 people in order to help develop the sport at both a national and a youth level.  The organisation currently has an annual turnover of around £116 million. The CRM service will be created ... [More]

Microsoft begins the roll out of CRM Online 2013

Tech giant Microsoft has begun the roll out of the much anticipated next release of Dynamics CRM to its own CRM Online platform, with trials now being available for partners and customers, and with upgrades happening over the next quarter. It is planning to deliver its Windows 8/iPad client compliments for the service during the next few weeks, along with on premise and partner hosted releases of the software. The staged rollout for Dynamics CRM Online 2013, which has been codenamed "Orion", and first went live last week in the datacentres in the Asia Pacific region.  On or after October 7, it is being put live in the UK.  Finally, it will go live in the Americas within the next ... [More]

Event Invitations for Microsoft Dynamics CRM2011

Here is our latest Demo solution for Event Invitation tracking within Microsoft CRM This solution is designed to work with eCampaign to enable organisations to track Events and Event responses directly in #CRM2011 after send the related Accept and Decline Links via an email marketing campaign.    For more information on eEvent and Invitation tracking please contact sales@mycrmgroup.com or register with http://downloads.mycrmgroup.com/ Thanks Alisatir

Event Invitation tracking in Microsoft Dynamics CRM 2011

We have recently been working with a number of our eCampaign customers to develop a complete solution for Event Invitation Tracking in CRM. So what is Event Invitation tracking, in some circumstances your organisation many want to send customers an invitation to attend a webinar or an event that is being held, and track the responses in CRM to create a list of contacts that wish to attend, We have done this in the following way by adding new entities to CRM for Event and Event responses PIC EV 1   On the creation of an event in CRM, two URL’s are created for the Accept and Decline process and these can be used in eCampaign to send a bulk email with event invitations. When ... [More]

Creating Images Galleries and Selected Images in Microsoft CRM2011

What we need is an Image Gallery!! Having had the opportunity to work on a number of projects and see a whole range of requirements and needs for CRM, I thought I would share this one as this forms part of our new solution ePicture.I was recently working with a customer, who had a catalogue of images for products that they sold, these happened to be images of Telephone handsets and switches.  There was a requirement and a need to include these images into CRM so they could be used with Quotes, Orders and web site integration.  It was also made quite clear that there was no apparent budget or desire to introduce a SharePoint instance or integration into the organisation. As an or... [More]